Stone Financial helps you achieve your retirement goals

About Us

Local advisors help build confidence as you face retirement

Stone Financial is an independent financial planning firm in Shillington, Pennsylvania focused on helping you achieve your retirement goals. Our retirement benefit experience, educational approach, and trusted regional roots make us an ideal one-stop shop for protecting your hard-earned assets.

Understand Every Benefit Available to You

Having a complete understanding of your employee benefits is essential to your retirement plans. As employee benefits professionals, our team can help you take advantage of all your options to maximize your financial goals.

Find all your retirement planning solutions

At Stone Financial, we offer a comprehensive set of financial planning services that allow you to have a one-stop shop for investment planning. We are here to provide you with tools and resources to help guide you in your plans for a secure future.

Meet Our Professional Team of Advisors

Stone Financial’s professional team of advisors are down-to-earth individuals who are trustworthy and knowledgeable. Our focus is on guiding you every step of the way as you approach retirement.

Mark Stone

President, Sr. Wealth Manager

Marybeth Stone

Sr. Wealth Manager

Tim Mogford

Sr. Wealth Manager / Insurance Specialist

Sharon Kegerise

Insurance Specialist

Michelle Lamonica

Operations Manager

John Miller III

Licensed Sales Assistant

Bri Garber

Wealth Manager

Our Core Values

Stone Financial specializes in helping you navigate financial planning as retirement approaches. It is through understanding and an educational approach that our team helps guide you through that transition and make it as seamless as possible.

Money Is More Than Riches

We understand that having money isn’t just about a big bank balance. Money allows you to enhance relationships and have memorable experiences in life.

Trusted & Approachable

Our team is down-to-earth and approachable so you can easily ask questions about financial planning and get clear, knowledgeable responses in return.

Cherishing Your Earnings

You’ve worked hard to have assets that will help secure your financial future. That’s why our team will work just as hard to protect them and utilize them to help you pursue your goals.

Simplifying the Future with Education

Financial planning can be confusing and often filled with complexities. We enjoy simplifying your options so you truly understand how your financial plan will help you secure your financial future.

Giving Union Employees the Advantage They Deserve

At Stone Financial, we are dedicated to helping members of Organized Labor. We provide you with comprehensive and affordable financial and investment planning services to help protect your hard-earned assets. Our goal is to educate you on your options so you can make informed decisions to help enhance and preserve your wealth.

Explore the Union Advantage Program

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

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Working Together with

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Who We Work With

Stone Financial works with individuals, families, pre-retirees, retirees, newly independent individuals, and business owners to help them successfully plan for retirement.

See Who We Work With

Our Approach

Our team’s educational approach starts with integrity and offers a personalized touch to meet unique goals and objectives. Our trusted regional roots allow us to build genuine relationships with our clients.

Learn About Our Approach

Contact Us

Ready for a financial advisor who simplifies complicated decisions and helps guide you toward maximizing wealth as retirement approaches?

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